Abans Growth & Momentum – Multi-Cap PMS

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About Fund Manager

MR. KAUSHIK DANI

Fund Manager

Kaushik has over 25 years of experience in Indian Capital Markets in the areas of Fund Management, Equity Research and Portfolio Management. He has worked with some of the large Portfolio Management Companies in India including Reliance Wealth, Karvy, KR Choksey and Sharekhan. In his previous role he was a leading Portfolio Manager responsible for managing various discretionary strategies. The Midcap PMS Strategy there had a good track record of outperforming the benchmark Index over long periods. He has also worked with Mutual funds like Birla Sunlife Mutual Fund and Peerless Mutual Fund. At Peerless MF, he was the key Equity Fund Manager and also headed Equities. He has done his MBA in Finance from Canadian School of Management and Graduation
from Mumbai University.

MR. ABHISHEK BANSAL

Chairman & Managing Director, Abans Group

Chairman and Managing Director of the Abans Group, Abhishek founded the company single-handedly at the age of 18. Having started out as a Gold Arbitrageur, Abhishek has leveraged his business acumen to position the Group as one of the fastest growing financial conglomerates in Asia. With businesses ranging from Financial Broking, Investment Management, Agricultural Commodities Trading, Gold Refining, Software Development and Non-Banking Financial Services, Abans Group has cemented its presence in over 10 countries spanning the globe.

Investment Philosophy

We believe that investing in high growth companies is the best way to create long term value.
We follow a top down approach to sector allocation, mixed with a bottom up approach to stock selection.
The sweet spot is investing in companies that double or have the potential to double their earnings over a period of four years.
Typical portfolio companies would be characterized by strong long term competitive edge and capable management.

Stock Screeing Methodology

BSE 500 TRI is our benchmark. Most of the portfolio companies would be from the BSE 500 universe.
1. High Visibility – Potential companies should present high top line/bottom line growth visibility
2. Capital Efficiency – Incrementally improving ROCE
3. Valuation – PE, PEG, EV/EBITDA, P/BV
4. Profit Growth – Companies which have exhibited strong profit growth in recent quarters
5. Quality of Growth – Improvement in Operating margins
6. Free Cash – Future free cash visibility

Top Down - Bottom Up Approch

TOP DOWN APPROACH

Top-down approach focuses on macro economic trends & moves down to identifying sectors and companies.

Global Economy
Local Economy
Sector
Industry
Specific Business

BOTTOM UP APPROACH

In Bottom-up the focus is on identifying a company on the basis of its growth prospects and other individual indicators of performance over time.

Investment Themes

CONSISTENT EXCELLENCE – JB Chemicals
LARGE MARKETS – M&M, Bharti Airtel
VALUE ADDITION – APL APOLLO
POLICY MOMENTUM – Hitachi Energy, TARIL
CORPORATE ACTIONS – Apollo Hospital

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Fund Overview

Macro-Economic Themes

Financials

Consolidation within the financial services industry
Improving asset Quality
THE BIG GET BIGGER

Clean Energy

Focus on natural gas
Alternatives – Wind, Solar, EV’s

Digital India

Increasing smartphone & Fiber to the home (FTTH) penetration
Consolidation of the telecom industry
Work from home, networking to drive

“China +1” Advantage

Chinese labour cost, effluent Treatment cost & environmental tax have risen substantially. India becoming competitive
Globally, companies are looking away from China to derisk supply chains. “Make in India” gaining momentum

Rural Consumption

The current administration’s objective to double farmer’s income
Structural reforms (e.g. APMC open access, MSP) to unlock agri potential
Govt directed spending (MNREGA, DBT, Jan Dhan) & social welfare schemes
Good monsoon, high reservoir levels to result in better purchasing capacity in households

Exports

India export story growing stronger (>$400bn.)
Key sectors contributing to the segment: Technology, Healthcare, Specialty Chemicals, Electronics & Engineering, Auto OEMs and Components

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FAQ's

Abans Growth & Momentum - A Multicap PMS

About Company

TOP DOWN APPROACH

BOTTOM UP APPROACH

Macro-Economic Themes

ALTERNATIVE INVESTMENT FUND (AIF)

Portfolio Management Services (PMS)